If you’ve invested in Salesforce but feel like you’re only scratching the surface—or you’re still relying on spreadsheets to manage leads, clients, and operations—you’re not alone. Many small businesses know they need structure but don’t have time to figure out how to make Salesforce actually work for their business.

At Quantum Leap Consulting, we specialize in helping small and mid-sized businesses get more from Salesforce. We cut through the clutter, streamline your sales and operations workflows, and build tools inside Salesforce that help you grow faster and smarter.

Common Problems We See

We work with a lot of small business owners who are overwhelmed by systems that aren’t working together. Here’s what we see most often:

Leads Are Falling Through the Cracks
No clear sales process. No visibility into follow-ups. Your team is winging it with post-it notes and outdated lists.

Too Many Manual Tasks
You’re spending hours every week logging emails, scheduling calls, or sending invoices by hand.

Reporting Is a Headache
You can’t see how deals are progressing, what’s stuck, or how much revenue is expected. Forecasting feels like guessing.

Disconnected Tools
You’re using ChatGPT, QuickBooks, Google Drive—but none of it is integrated with Salesforce.

You Tried to Set Up Salesforce But It’s Not Working
It’s bloated, slow, or just doesn’t match your business. Maybe you inherited someone else’s setup and it’s not serving your team.

New Staff Can’t Get Up to Speed
No documentation, no processes, just a lot of frustration. You want a system people want to use, not avoid.

How We Can Help

We help you take control of your systems so you can scale with less stress. Our consulting services typically include:

• Sales pipeline setup and optimization
• Automations for reminders, follow-ups, and task assignments
• Custom dashboards to track revenue, lead sources, and team performance
• Integration with tools like ChatGPT, QuickBooks, and Google Workspace
• Operational workflows for service delivery or fulfillment
• Team training and clear documentation

Engagement Options

We offer flexible ways to work with us based on where you are and what you need:

New Implementations

Starting fresh with Salesforce? We’ll design and build a system from the ground up tailored to your business model. Our process includes:

• Discovery – Map out your workflows and goals
• Build – Configure your Salesforce org based on your sales and service process
• Integration – Sync the tools you already use
• Data Migration – Bring in contacts, leads, and history
• Training – Get your team confident and comfortable‍
• Pricing: Hourly ($175/hr) or fixed project rate (quoted after Discovery)

Managed Services

You already have Salesforce and need a partner to provide ongoing support as your business evolves.

• Kickoff Meeting – Understand where you're stuck
• Platform Review – Up to 10 hours reviewing your data model, automations, and user setup‍
• Pricing: $175/hour

Project to Project

You’ve got a specific project—like building a dashboard, fixing a workflow, or adding a new process. We jump in and handle it without long-term commitments.
Pricing: $175/hour or project-based

Project Management & Transparency

All projects are managed inside ClickUp, giving you full visibility into our work:

• Track tasks and timelines
• View hours logged
• Submit requests or feedback anytime

Pricing

We keep our pricing simple and transparent.

• Small Business Hourly Rate: $175/hour
• Fixed Project Pricing: Available after Discovery

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